Meet The Team

Tony is a director of TSM Wealth Group with 21 years’ experience in the financial services industry. His qualifications include a Graduate Diploma in Financial Planning and holding the highest designation of Certified Financial Planner® practitioner with the Financial Planning Association of Australia.

Tony's background allows him to interpret financial data and disseminate this information in a way that his clients tell him is easy to understand.

Tony partners with people to help them meet their financial goals by providing clarity, insight and advice on their journey through life. He is committed to building long-term relationships with clients by providing them with a professional and personalized service.

In his spare time, Tony enjoys fishing and engages with the community through surf life saving.

Shane is a Senior Financial Planner and Director of TSM Wealth Group which was established in 2022 to help individuals and families achieve financial comfort throughout their lives. His career in financial services spans back to 1998, first providing advice in 2000 with Westpac, later moving to ANZ Financial Planning in 2003.

Shane takes the time to understand what’s important to his clients and then partners with them to navigate what can be a complex path to securing their financial future. He has a passion for lifting the financial literacy of his clients through educating them and also supporting them through uncertain times.

Shane holds an Advanced Diploma of Financial Services and is currently finalising his Post Graduate Diploma of Financial Planning.

Living locally, Shane enjoys family life with two young children. On weekends he can be found spending time with his young family, drag racing, fishing and playing a round of golf.

Murray is a director of TSM Wealth Group who has worked in the financial services industry for 34 years, the last 23 years as a Financial Planner with ANZ. During that time, Murray has built strong long-term relationships with clients throughout Newcastle, Maitland and surrounding areas.

Murray holds an Advanced Diploma of Financial Services and has extensive experience in providing advice in investments, retirement planning, superannuation, Insurance, Centrelink and Estate Planning.

Murray takes the time to understand what’s important to his clients and then partners with them to navigate what can be a complex path to securing their financial future.

When not working, Murray has a passion for playing guitar and surfing.

Jackie has worked in the Financial Services industry for more than 30 years. She has a passion for providing excellent customer service to our clients and her depth of experience makes her well placed to understand the needs of our clients.

With her bright and friendly outlook Jackie has developed strong connections with clients and loves that she is a part of helping them achieve their goals. With her excellent organisation skills, problem solving abilities and industry knowledge, Jackie juggles all of the behind the scene work for our office and ensures that we are able to move forward with the times and deliver the ultimate service for our clients.

Outside work Jackie enjoys travelling and spending time with her family and friends.